Your CHFCU Appointment

Thank you for choosing to meet with us!

Choose your appointment type to find out what you may need to bring with you.

Lending Appointments

Personal Lending Vehicle Loan Home Equity Loan/Line of Credit Credit Review Loan Closing

Financial Advisor Appointments

Meet with our Financial Advisor

Member Service Appointments

Open a New Membership Open a New Sub Account Update Existing Account Open IRA Existing IRA Consultation Savings Bond Redemption Notary Services Medallion Stamp Services


Personal Lending

Apply for a CHFCU Mastercard Credit Card, Personal loan, or Share/Certificate secured loan!

Remember to Bring:
  • Valid Photo ID

Vehicle Loan

Whether you are looking to finance a new or used car, truck or recreational vehicle, we have the rate and term you need to fit your budget. We also have a complete line of loan protection products for your peace of mind during unforeseen emergencies.

Remember to Bring:
  • Valid Photo ID

Home Equity Loan/Line of Credit

Borrow the equity in your home for home improvements, debt consolidation or any reason. We offer a variety of terms and great rates!

Remember to Bring:
  • Valid Photo ID

Credit Review

Do you know what your credit score is, or why it’s important? We want to help educate you on what makes up your credit score and ways to improve it. Our experienced lending team will thoroughly review your credit report and identify opportunities that may help improve your financial well-being.

No matter what your situation is, we are committed to helping you improve your credit score and save money whenever possible.

Remember to Bring:
  • Valid Photo ID

Loan Closing

Remember to Bring:
  • Valid Photo ID
  • Check with your Loan Officer for any other requirements.


Open a New Membership

Join the Credit Union! All you need is a minimum deposit of $5.00.

Remember to Bring:
  • Valid Photo ID
  • Social Security Card
  • Proof of Current Address(If different from ID)
  • $5.00 minimum deposit – cash or check
Under 18 – Also bring:
  • Minor’s Birth Certificate (if no Photo ID)
  • Minor’s Social Security Card
  • Valid Photo ID (Parent/Guardian)

Open a New Sub Account

Add to your current membership with a new Savings, Checking, Certificate, Christmas Club, Money Fund and more!

Remember to Bring:
  • Valid Photo ID

Update Existing Account

Make changes to your existing account, including Joint Owners, Beneficiaries, and Name Changes.

Add Joint Owner
Remember to bring The Joint Owner’s:
  • Valid Photo ID
  • Social Security Card
  • Proof of Current Address (If different from ID)
Remove Joint owner

Please Print, Complete and Bring the from below you your appointment:

Joint Owner Removal Form

*If needed, you can request this form be mailed to you.

Add Beneficiaries
Remember to bring the following info about your Beneficiary:
  • Name
  • Address
  • Date of Birth
  • Social Security Number
Name Change
Remember to bring one of:
  • Proof of Name Change
  • Marriage License
  • Divorce Decree

Open IRA

Open a new IRA with us today! Offering great rates on Traditional, Roth, and Coverdell Educational IRAs

Remember to Bring:
  • Valid Photo ID
  • Funds to Deposit – Check or Cash
  • Beneficiary Info: Name, Address, Social Security Number, and Date of Birth.

Existing IRA Consultation

Take care of your existing IRAs: Deposit, Withdrawal, Rollover, Transfer, and Update Beneficiaries

Remember to Bring:
  • Valid Photo ID
  • Deposit: Funds to Deposit – Check or Cash
  • Rollover/Transfer: Paperwork for Rollover or Transfer
  • Coverdell IRA:
    • Birth Certificate
    • Social Security Card
    • Parent/Guardian Valid Photo ID
    • Parent Guardian Social Security Card
    • Funds to Deposit – Check or Cash

Savings Bond Redemption

Need to Redeem Savings Bonds? You’re in the right place!
*EE or I Bonds only.

Remember to Bring:
  • Valid Photo ID
  • EE or I Bonds to redeem

Notary Services

Have important documents notarized in person at a branch near you!

Remember to Bring:
  • Valid Photo ID
  • Forms to be Notarized

Medallion Stamp Services

Get a Medallion stamp on your important financial documents.

Remember to Bring:
  • Valid Photo ID
  • Documents to be Stamped
  • Current statement showing the value of the account(s) or investment(s)


Meet With out Financial Advisor

Meet with Century Heritage Financial Advisors to discuss retirement, investments, and your financial plan!

Remember to Bring:
  • Valid Photo ID
  • Account Statements – If Applicable